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As of March 13, 2020, customers will no longer be able to use SalesforceIQ CRM and Salesforce will not provide any support for it.

Please be advised that any SalesforceIQ CRM contract which is set to expire after January 7, 2019 will not automatically renew. Customers may contact us directly to renew their SalesforceIQ CRM paid subscription for a term ending on or before January 31, 2020. If you do not contact us, your SalesforceIQ CRM will be automatically disabled at the renewal date.

Salesforce is enabling all existing SalesforceIQ CRM customers to move to a Sales Cloud edition comparable to their current SalesforceIQ CRM plan for the same monthly rate per subscription.*

Customers that may be subject to the GDPR will need to move from SalesforceIQ CRM to Sales Cloud or another product as soon as possible. The GDPR, or General Data Protection Regulation, a new regulation that took effect on May 25, 2018, has significant impact on companies that are based in the European Union, that have operations or employees in the EU, or that otherwise process personal data about EU individuals.

*Excludes existing Sales Cloud customers.

2. Why are you retiring this product?

Four years ago, we brought an incredible team and product into Salesforce with the acquisition of RelateIQ, which became SalesforceIQ CRM. Since, we’ve taken the best of SalesforceIQ CRM and built it into the Salesforce Platform, making it even more powerful for small businesses. We believe our Sales Cloud and platform—with the Lightning user experience, Einstein artificial intelligence, Trailhead for learning and the AppExchange—is the future of customer success at Salesforce.

In addition, we launched Sales Cloud Essentials in November 2017, which provides small businesses with an on-platform, out-of-the box CRM that also includes many key SalesforceIQ CRM features.

3. Can I stay on SalesforceIQ CRM?

SalesforceIQ CRM customers that may be impacted by the GDPR must transition from SalesforceIQ CRM to Sales Cloud or another product as soon as possible.

Customers not impacted by the GDPR may continue to use SalesforceIQ CRM but must transition to Sales Cloud or another product before March 13, 2020. Any SalesforceIQ CRM contract which is set to expire after January 7, 2019 will not automatically renew. Customers may contact us directly to renew their SalesforceIQ CRM paid subscription for a term ending on or before January 31, 2020. If you do not contact us, your SalesforceIQ CRM will be automatically disabled at the renewal date.

The SalesforceIQ CRM team is committed to helping you get the most out of SalesforceIQ CRM until your planned migration date. To learn more, please click HERE.

4. What action do I need to take?

Salesforce is enabling all existing SalesforceIQ CRM customers to move to a Sales Cloud edition comparable to their current SalesforceIQ CRM plan for the same monthly rate per subscription.*

If you are affected by GDPR, you will need to move from SalesforceIQ CRM to Sales Cloud or another product as soon as possible.

If you are not affected by GDPR, you should migrate from the SalesforceIQ CRM platform to Sales Cloud or another product by March 13, 2020. Customers may request a copy of their data within 30 days after their subscription is terminated, as described in the Trust and Compliance Documentation for SalesforceIQ

*Excludes existing Sales Cloud customers.

5. How will SalesforceIQ CRM be supported between now and March 13, 2020?

We are committed to the success our existing SalesforceIQ CRM customers, and will continue to support them until March 13, 2020. Customers can find all necessary resources on the SalesforceIQ Help Center.

Customers may reach out our product experts for more information by submitting a case through our web form.

6. If I move to Sales Cloud, what happens to my SalesforceIQ CRM contract?

Customers migrating to Sales Cloud will have a new Salesforce contract, which replaces their existing SalesforceIQ CRM contract.

To learn more about what to expect from a contract swap, please click HERE.

7. How does this affect my upcoming SalesforceIQ CRM renewal?

SalesforceIQ CRM customers that may be impacted by the GDPR may not use SalesforceIQ CRM after May 25, 2018.

Customers not impacted by the GDPR may renew their SalesforceIQ CRM paid subscription for a term ending on or before January 31, 2020.

Unlimited Scale: Grow your business and your CRM across sales, service and marketing. With advanced customization options, make Salesforce unique to your business as it serves as your single source of truth for all your customer relationships

Subscription Exchange

Salesforce is enabling all existing SalesforceIQ CRM customers to move to a Sales Cloud edition comparable to their current SalesforceIQ CRM plan for the same monthly rate per subscription.* Contact us to make the move to Sales Cloud.

Step-by-Step Migration: AllSalesforceIQ CRM customers will receive help to migrate to Salesforce including:

Self-service resources with step-by-step guidance to get up and running

Expert help to answer questions throughout the process

Data migration solutions and assistance to easily move data over. Register here for a live webinar to learn more.